20SI-C026: Personal Financial Planning Investment Planning (Certificate Program)
Valid for one year from purchase date
Self-study - On-Demand
19.5 CPE (19.5 technical)
If the organization paying
for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.
Add to cart
The Investment Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in investment planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education. And, if you are seeking a thorough understanding of investment planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you!
Major subjects
-
The Investment Planning Process
-
Investment Data Gathering and Analysis
-
Creating the Investment Policy Statement
-
Portfolio Management
-
Investment Vehicles and Strategies
-
Investment Monitoring and Updating
-
Integrating Investments with the Financial Plan
-
Education Planning
Learning objective(s)
Who should take this program?
CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$669.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$529.00
|
 Standard Nonmember Fee |
$669.00
|
